See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,647 | $211,958+48.9% | $169,463+86.3% | $135,375+133.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.34% | 3.26%-6.6pp | 1.83%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,543 | $5,120+47.3% | $4,159+81.4% | $4,779+57.8% |
| Participant deferral / active EE | $14,373 | $6,075+136.6% | $5,277+172.4% | $5,609+156.3% |
| Admin fee / account holder | $104,655 | $11,471+812.4% | $9,109+1048.9% | $10,827+866.6% |